BSL vs AFMC

Comparison between Blackstone Senior Floating Rate 2027 Term Fund (BSL, ETF) and FIRST TRUST ACTIVE FACTOR MID CAP ETF (AFMC, ETF).

5-Year PerformanceAFMC has outperformed BSL, delivering a return of +11.2% compared to +4.5%

BSL vs AFMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSL(ETF)	AFMC(ETF)
Net Assets	$174M	$174M
Expense Ratio	N/A	0.68%
Max Drawdown	57.08%	42.14%
Sharpe Ratio	-0.65	1.39
5Y Beta	0.19	0.91
P/E Ratio	N/A	19.40
Forward P/E	N/A	14.00
5Y Dividends CAGR	3.99%	7.12%
5Y EPS CAGR	N/A	18.88%
Debt to Equity	N/A	27.74%
P/S Ratio	N/A	1.33
P/B Ratio	N/A	2.60

Net Assets

Winner

BSL

$174M

AFMC

$174M

Expense Ratio

BSL

N/A

AFMC

0.68%

Max Drawdown

BSL

57.08%

Winner

AFMC

42.14%

Sharpe Ratio

BSL

-0.65

Winner

AFMC

1.39

5Y Beta

Winner

BSL

0.19

AFMC

0.91

P/E Ratio

BSL

N/A

AFMC

19.40

Forward P/E

BSL

N/A

AFMC

14.00

5Y Dividends CAGR

BSL

3.99%

Winner

AFMC

7.12%

5Y EPS CAGR

BSL

N/A

AFMC

18.88%

Debt to Equity

BSL

N/A

AFMC

27.74%

P/S Ratio

BSL

N/A

AFMC

1.33

P/B Ratio

BSL

N/A

AFMC

2.60

BSL vs AFMC - Historical Returns

Returns include dividend reinvestment.

Period	BSL	AFMC
1 month	+1.53%	+0.05%
3 months	+1.36%	+5.81%
6 months	-0.48%	+10.97%
1 year	-0.81%	+27.07%
5 years(CAGR)	+4.50%	+11.18%
10 years(CAGR)	+5.68%	N/A
Max(CAGR)	+4.83%	+12.41%

Winner

BSL

+1.53%

AFMC

+0.05%

BSL

+1.36%

Winner

AFMC

+5.81%

BSL

-0.48%

Winner

AFMC

+10.97%

BSL

-0.81%

Winner

AFMC

+27.07%

5Y(CAGR)

BSL

+4.50%

Winner

AFMC

+11.18%

10Y(CAGR)

BSL

+5.68%

AFMC

N/A

Max(CAGR)

BSL

+4.83%

Winner

AFMC

+12.41%

BSL vs AFMC - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	BSL	AFMC
2026	+0.63%	+16.61%
2025	+1.72%	+10.17%
2024	+18.03%	+19.44%
2023	+18.66%	+21.77%
2022	-22.30%	-15.39%
2021	+28.50%	+27.68%
2020	-4.31%	+6.00%
2019	+11.88%	+2.57%
2018	-7.41%	N/A
2017	+5.87%	N/A
2016	+31.56%	N/A
2015	-6.15%	N/A
2014	-4.74%	N/A
2013	-1.90%	N/A
2012	+17.78%	N/A
2011	-1.24%	N/A
2010	+3.21%	N/A

BSL vs AFMC Drawdown Comparison

The maximum drawdown for BSL was -43.82%, occurring on Mar 18, 2020. Recovery took 413 trading sessions.

The maximum drawdown for AFMC was -42.14%, occurring on Mar 23, 2020. Recovery took 201 trading sessions.

The current BSL drawdown is -2.12%. The current AFMC drawdown is -0.90%.

Rank	BSL	AFMC
#1	-43.82% Aug 8, 2019 - Mar 30, 2021	-42.14% Feb 20, 2020 - Dec 4, 2020
#2	-26.92% Apr 26, 2013 - Nov 14, 2016	-25.41% Nov 16, 2021 - Dec 14, 2023
#3	-24.49% Dec 31, 2021 - Mar 12, 2024	-21.99% Nov 25, 2024 - Sep 11, 2025
#4	-16.90% Jul 12, 2011 - Apr 3, 2012	-8.20% Feb 20, 2026 - Apr 13, 2026
#5	-14.81% Sep 24, 2018 - Jul 3, 2019	-7.78% Mar 28, 2024 - May 15, 2024
#6	-7.85% Sep 8, 2025 - Mar 9, 2026	-7.38% Jul 31, 2024 - Aug 23, 2024
#7	-7.24% Jun 2, 2010 - Nov 2, 2010	-6.65% Jun 8, 2021 - Aug 11, 2021
#8	-6.98% Apr 5, 2012 - Aug 15, 2012	-6.39% Mar 15, 2021 - Apr 12, 2021
#9	-6.91% May 4, 2021 - Oct 14, 2021	-6.18% Sep 18, 2025 - Dec 4, 2025
#10	-6.82% Oct 5, 2012 - Dec 13, 2012	-5.28% Aug 30, 2024 - Sep 19, 2024
#11	-6.41% Feb 19, 2013 - Apr 22, 2013	-5.20% May 15, 2024 - Jul 16, 2024
#12	-5.95% Mar 17, 2011 - Apr 19, 2011	-5.15% Sep 2, 2021 - Nov 1, 2021
#13	-5.70% May 2, 2011 - Jul 12, 2011	-5.13% May 7, 2021 - Jun 8, 2021
#14	-5.06% Feb 4, 2025 - Jun 25, 2025	-5.12% Feb 24, 2021 - Mar 10, 2021
#15	-4.91% May 11, 2017 - Dec 28, 2017	-4.42% Jan 22, 2021 - Feb 5, 2021

Correlation

Correlation between BSL and AFMC is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2010 - 2026)

BSL vs AFMC dividend yield comparison.

Year	BSL	AFMC
2026	3.32%	0.27%
2025	8.45%	0.96%
2024	9.46%	0.64%
2023	10.76%	0.87%
2022	6.89%	1.42%
2021	5.75%	0.84%
2020	7.65%	1.05%
2019	8.15%	0.29%
2018	9.21%	0.00%
2017	5.93%	0.00%
2016	5.86%	0.00%
2015	7.27%	0.00%
2014	7.23%	0.00%
2013	6.42%	0.00%
2012	6.98%	0.00%
2011	7.52%	0.00%
2010	3.31%	0.00%